MSCI(MSCI)

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明晟公司MSCI北欧国家指数跌0.5%,报357.23点,北欧医疗保健板块领跌。航运股马士基跌2.7%,领跌一众成分股。
快讯· 2025-06-03 15:40
航运股马士基跌2.7%,领跌一众成分股。 明晟公司MSCI北欧国家指数跌0.5%,报357.23点,北欧医疗保健板块领跌。 ...
明晟公司MSCI北欧国家指数涨0.6%,报358.57点,北欧医疗保健板块领跑。诺和诺德涨4.7%,领跑一众成分股。
快讯· 2025-06-02 15:39
诺和诺德涨4.7%,领跑一众成分股。 明晟公司MSCI北欧国家指数涨0.6%,报358.57点,北欧医疗保健板块领跑。 ...
明晟公司MSCI北欧国家指数跌0.4%,连续三个交易日走低,报356.16点。诺基亚周五收跌3.6%,在一众成分股里表现最差。
快讯· 2025-05-30 16:57
诺基亚周五收跌3.6%,在一众成分股里表现最差。 明晟公司MSCI北欧国家指数跌0.4%,连续三个交易日走低,报356.16点。 ...
MSCI(MSCI) - 2025 FY - Earnings Call Transcript
2025-05-30 13:00
Financial Data and Key Metrics Changes - The company aims for low double-digit growth in the index business, currently experiencing high single-digit growth [3][9] - Growth rates with hedge funds are at 22%, wealth managers at 16%, asset owners at 10%, and broker-dealers at 11% [6] - Active managers, the largest client segment, have seen growth rates decline to slightly below 7% due to outflows and fee pressure [7][8] Business Line Data and Key Metrics Changes - The index business has historically shown double-digit growth, with recent trends indicating a shift towards personalized systematic portfolios [10][12] - Custom indexes and additional content sets are opening new opportunities for growth, particularly in wealth management and trading communities [14][15] - Non-market cap, non-ETF assets have grown at 37% in the first quarter, compared to 16% for market cap mandates [45] Market Data and Key Metrics Changes - The company has captured 45% of flows into developed markets outside the U.S. and emerging market ETFs, totaling approximately $37 billion of the $42 billion in flows in the first quarter [25][26] - There is a noted shift in capital flows towards international investing, which is beneficial for the company [20][28] Company Strategy and Development Direction - The company is focused on expanding its index offerings, particularly in custom indexes, which are seen as a major growth driver [42][44] - The strategy includes enhancing product offerings and maintaining a long-term pricing philosophy that emphasizes value addition over aggressive price hikes [34][35] - The company is also positioning itself to benefit from the ongoing shift from active to passive management, while still supporting active managers with innovative solutions [72][75] Management's Comments on Operating Environment and Future Outlook - Management emphasizes the importance of confidence in the market for driving client buying behavior, particularly in relation to equity market stability [16][17] - There is cautious optimism regarding the recovery of international investing and the potential for increased sales as market conditions stabilize [19][20] - The company acknowledges the current challenges in the ESG space but remains committed to helping clients navigate these complexities [95][98] Other Important Information - The company has seen strong growth in its analytics business, driven by fixed income analytics and factor models [84][86] - The competitive landscape remains stable, with the company maintaining strong market share in institutional and retail markets, particularly in Europe [31][32] Q&A Session Summary Question: What are the key growth drivers for the index business? - The company highlighted the utility of its products and the expansion of licensing to more parts of client organizations as key growth drivers [12][13] Question: How does the strengthening equity market affect new sales? - Management noted that sustained momentum in equity markets generally supports client confidence and buying behavior, although it varies by region and client type [16][17] Question: What are the leading indicators for international investing? - Key indicators include a depreciating U.S. dollar, macroeconomic cycles, and valuation comparisons between U.S. and international markets [22][24] Question: How is the company positioned in the custom index market? - The company sees custom indexes as a significant growth opportunity, particularly as clients seek personalized investment strategies [42][44] Question: What is the impact of the shift from active to passive management? - The company remains agnostic to the shift, believing it can benefit from both active and passive strategies, with a focus on providing tools for both [72][75] Question: What is the company's strategy for fixed income? - The company has invested in fixed income analytics and is focusing on differentiated fixed income indexes, particularly in ESG and climate-related areas [79][81]
明晟公司MSCI北欧国家指数涨1.4%,创5月12日以来最大单日涨幅,报360.29点,北欧医疗保健板块领跑。Zealand Pharma A/S涨10%,领跑一众成分股。
快讯· 2025-05-26 15:43
Zealand Pharma A/S涨10%,领跑一众成分股。 明晟公司MSCI北欧国家指数涨1.4%,创5月12日以来最大单日涨幅,报360.29点,北欧医疗保健板块领 跑。 ...
明晟公司MSCI北欧国家指数跌0.4%,报355.17点,北欧工业板块领跌,本周累计下跌0.62%。殷拓EQT AB跌3.1%,在一众成分股里表现最差。
快讯· 2025-05-23 16:17
明晟公司MSCI北欧国家指数跌0.4%,报355.17点,北欧工业板块领跌,本周累计下跌0.62%。 殷拓EQT AB跌3.1%,在一众成分股里表现最差。 ...
Why Is MSCI (MSCI) Up 5% Since Last Earnings Report?
ZACKS· 2025-05-22 16:36
It has been about a month since the last earnings report for MSCI (MSCI) . Shares have added about 5% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is MSCI due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, estima ...
明晟公司MSCI北欧国家指数跌1.7%,创4月9日(当天收跌4.0%)以来最差单日表现,报356.97点,北欧工业板块领跌。可再生能源公司维斯塔斯风力技术跌6.3%,领跌一众成分股。
快讯· 2025-05-22 15:43
明晟公司MSCI北欧国家指数跌1.7%,创4月9日(当天收跌4.0%)以来最差单日表现,报356.97点,北 欧工业板块领跌。 可再生能源公司维斯塔斯风力技术跌6.3%,领跌一众成分股。 ...
明晟公司MSCI北欧国家指数微幅上涨,报363.69点,北欧医疗保健板块领跑。中枢神经系统障碍、心血管疾病、泌尿障碍等疗法供应商Orion Oyj赫尔辛基股价涨4.1%,领跑一众成分股。这家芬兰公司宣布,其合作伙伴MSD已经将Opevesostat临床开发项目扩大至包括(一系列)女性癌症。
快讯· 2025-05-21 15:41
明晟公司MSCI北欧国家指数微幅上涨,报363.69点,北欧医疗保健板块领跑。 中枢神经系统障碍、心血管疾病、泌尿障碍等疗法供应商Orion Oyj赫尔辛基股价涨4.1%,领跑一众成 分股。 这家芬兰公司宣布,其合作伙伴MSD已经将Opevesostat临床开发项目扩大至包括(一系列)女性癌 症。 ...
明晟公司MSCI北欧国家指数涨1.1%,报363.74点,北欧医疗保健板块领跑。沃旭能源涨14.5%,领跑一众成分股。美国总统特朗普政府取消关于“叫停Equinor在纽约附近海域的50亿美元项目”的命令。
快讯· 2025-05-20 15:59
美国总统特朗普政府取消关于"叫停Equinor在纽约附近海域的50亿美元项目"的命令。 沃旭能源涨14.5%,领跑一众成分股。 明晟公司MSCI北欧国家指数涨1.1%,报363.74点,北欧医疗保健板块领跑。 ...